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Investment Portfolio Analyst

3 weeks ago

Winnipeg, Canada Workers Compensation Board of Manitoba Full time

The Investment Portfolio Analyst provides support regarding the management, reporting, analysis, and risk assessment of Investment activities as it relates to WCB's Accident Fund and Retirement Plan investment portfolios

**Job Duties**:
Monitors performance of investment managers, which includes reviewing reports, actively participating in meetings and investigating performance concerns as required.

Reconciles custodian reports to investment manager reports, investigating and resolving any discrepancies. Ensures compliance with policies.

Reviews funding requests for all trades and private asset commitments for accuracy; provides instructions to WCB's custodian for payment; ensures incoming distributions and cash are correct; and investigates shortfalls or non-payment situations.

Builds and maintains financial models, spreadsheets and databases as required.

Researches, reviews, compiles and prepares reports and agenda items related to investment portfolio performance, compliance, and asset mix for review by the Chief Investment Officer (CIO).

Oversees contracts with external service providers, ensuring compliance with terms, fees, responsibilities and reporting requirements, and resolves any discrepancies with the service provider. Consults with legal department for input and advice.

Works collaboratively with the Finance department to ensure proper recording of investments, performance tracking, development of the investment income budget and other related matters.

Develops and prepares departmental budget and forecasts for approval by the CIO, monitors monthly expenditures, and investigates/explains monthly variances.

Analyzes and reports on underlying asset class performance and risk. Provides feedback to CIO quarterly.

Prepares investment documents for signing by the CIO and Chief Financial Officer (CFO).

Conducts investment related research as assigned.

Provides investment related information to AWCBC as required.

Develops and maintains relationships with industry participants.

**Qualifications**:
University degree in Finance, Accounting, Economics, Business Administration or a related discipline

Actively pursuing the Chartered Financial Analyst (CFA) designation

Minimum three (3) years of relevant experience in areas such as investment research, monitoring, or portfolio management

Good working knowledge of financial and/or investment terminology

Strong written and verbal communication skills

Well developed organizational, and planning skills

Ability to work independently as well as part of a team

Ability to work under pressure in a fast-paced environment

Advanced proficiency in the use of a personal computer and software (Word, Excel etc.) in a Windows environment

Experience with financial software (eVestment, Bloomberg, etc.) or computer programming language (Python, C++) is considered an asset

Other related professional accreditations, such as the Chartered Alternative Investment Analyst (CAIA), Chartered Investment Manager (CIM), etc., are considered assets

Ability to communicate proficiently in both official languages (English & French) is an asset, but is not required

**Additional Information**:
Annual Salary Range: $66,438 - $85,536

Ability to communicate proficiently in both official languages (English & French) is an asset.

The WCB is committed to building a skilled, diverse workforce with equitable representation of Indigenous persons, visible minorities, persons with disabilities, women, 2SLGBTQ+ persons and members of other equity-seeking groups. Applicants are encouraged to indicate in their covering letter or resumé if they are a member of these groups.

About WCB:
The Workers Compensation Board promotes safety and health in Manitoba workplaces and aims to help prevent and reduce the occurrence of workplace injuries and disease. Working with its partners, the WCB promotes safe and healthy workplaces, facilitates recovery and return to work, provides compassionate and supportive compensation services for workers and employers, and ensures responsible financial stewardship.

WCBdoes encompasses what it means to work at the WCB. The WCB is proud to have employee benefits and programs that support financial and personal security, foster health and well-being, encourage involvement and support growth as an individual and member of the WCB community. The four categories of WCBdoes include: Security, Wellness, Engagement and Growth.
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